Summarize monitored Salesforce record changes in chat
Give the conversation a readable account of the record change that matters.
Trigger
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Action
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Why this helps
Generic record updates can be hard to triage when the relevant Salesforce context is scattered.
- Summarize monitored record changes in plain language
- Reduce time spent reopening Salesforce records
- Keep conversation context tied to the changed record
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Describe in one instruction how monitored record changes should be summarized for chat.
- 4Pick Record Updated (Generic SObject) as the trigger and choose where run reports go.
- 5Test with one real monitored record update.
Questions about this workflow
Which records can trigger this workflow?
Any Salesforce SObject configured for the generic trigger, which detects changes using SystemModstamp.
Does the trigger return every field?
The trigger returns the field values you specify for its payload. Base the instruction on those returned values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chatbotkit. A trigger fires from one place; an action lands in another.
Salesforce triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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Connect any two apps with Notis in the middle.
Salesforce and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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